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bradley
bradley
Expert ⭐️
May 2, 2022

Allow Admins to Convert Existing Data Designs to Design Templates

  • May 2, 2022
  • 8 replies
  • 68 views

Basically what the title says. From what I can see so far, there doesn’t appear to be a way to convert an existing design into a template. 

 

It would be great if there was a way to do that, so that you wouldn’t need to rebuild existing designs as templates, or if you decided you want a design to be a template later on.

    8 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 3, 2022

    This would be extremely handy, and really make adding design templates a lot easier.  

    sandeep_dugar
    Gainsight Employee ⭐️
    sandeep_dugar
    Gainsight Employee ⭐️
    August 18, 2022

    Just in case this is still open, 
    The functionality should be available since the feature release. Both the options are present - to save a design template from an existing design or to update a design template from an existing design.


     

     

    sandeep_dugar
    Gainsight Employee ⭐️
    sandeep_dugar
    Gainsight Employee ⭐️
    August 18, 2022

     

      anirbandutta
      anirbandutta
      Expert ⭐️
      August 24, 2022

      Awesome… thanks for sharing @sandeep_dugar 

      @bradley did you have a chance to check this approach?

      It's an opportunity for engagement
        bradley
        bradleyAuthor
        Expert ⭐️
        August 24, 2022

        Awesome… thanks for sharing @sandeep_dugar 

        @bradley did you have a chance to check this approach?

        Had no idea that was there and that’s what it did - maybe that tells us something?

        I think having it as an action here would be helpful too

        Three dots on the data designer list page

         

          anirbandutta
          anirbandutta
          Expert ⭐️
          August 24, 2022

          +@rakesh on this UX feedback

          It's an opportunity for engagement
            anirbandutta
            anirbandutta
            Expert ⭐️
            August 24, 2022
            No Status→Current Functionality
            It's an opportunity for engagement
              alizee
              alizee
              VIP ⭐️⭐️⭐️⭐️⭐️
              August 26, 2022

               

              Great to know and +1 on the UX feedback from @bradley 

              The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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